Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE LEWIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 E FRANCIS STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ASPEN, CO81611
A Employer identification number

41-2063101
B Telephone number (see instructions)

(650) 804-7100
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$90,187,226
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 9,188,860
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 667,409 687,277  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 862,724
b Gross sales price for all assets on line 6a 33,528,377
7 Capital gain net income (from Part IV, line 2)... 5,942,678
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 340,481 57,749  
12 Total. Add lines 1 through 11........ 11,059,474 6,687,704  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 2,353 0   0
b Accounting fees (attach schedule)....... 40,170 19,669   19,669
c Other professional fees (attach schedule).... 223,525 223,525   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 117,225 42,245   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 57,725 259,799   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 440,998 545,238   19,669
25 Contributions, gifts, grants paid....... 4,816,770 5,200,000
26 Total expenses and disbursements. Add lines 24 and 25 5,257,768 545,238   5,219,669
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,801,706
b Net investment income (if negative, enter -0-) 6,142,466
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,198,460 647,348 647,348
2 Savings and temporary cash investments......... 778,491 4,935,275 4,935,275
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,874,730 Click to see attachment3,960,434 3,960,434
b Investments—corporate stock (attach schedule)....... 22,624,840 Click to see attachment24,530,076 24,530,076
c Investments—corporate bonds (attach schedule)....... 5,005,262 Click to see attachment4,752,701 4,752,701
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 40,405,340 Click to see attachment51,000,647 51,000,647
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment503,226 Click to see attachment360,745 Click to see attachment360,745
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,390,349 90,187,226 90,187,226
Liabilities 17 Accounts payable and accrued expenses.......... 3,350 4,182
18 Grants payable................. 963,768 580,538
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 967,118 584,720
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 74,423,231 89,602,506
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 74,423,231 89,602,506
30 Total liabilities and net assets/fund balances (see instructions). 75,390,349 90,187,226
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
74,423,231
2
Enter amount from Part I, line 27a .....................
2
5,801,706
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
9,377,569
4
Add lines 1, 2, and 3 ..........................
4
89,602,506
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
89,602,506
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b ALTERNATIVE INVESTMENTS P 2016-12-31 2020-06-30
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 32,528,377   26,873,200 5,655,177
b 1,000,000   712,499 287,501
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       5,655,177
b       287,501
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 5,942,678
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 85,380
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 85,380
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 85,380
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 86,768
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 96,768
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,388
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet11,388 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletAPERCEN PARTNERS LLC Telephone no.bullet (650) 804-7100

    Located atbullet314 LYTTON AVEPALO ALTOCA ZIP+4bullet94301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ADAM J LEWIS PRESIDENT
    2.00
    0 0 0
    100 E FRANCIS STREET
    ASPEN,CO81611
    MELONY M LEWIS VICE PRESIDENT
    2.00
    0 0 0
    100 E FRANCIS STREET
    ASPEN,CO81611
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    SUMMIT ROCK ADVISORS LP INVESTMENT MANAGEMENT 173,294
    9 WEST 57TH STREET 12TH FLOOR
    NEW YORK,NY10019
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 FINANCING FOR 10 DOCUMENTARY FILMS THROUGH IMPACT PARTNERS FILM SERVICES LLC THAT RAISE AWARENESS OF SOCIAL ISSUES IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSES 78,572
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet78,572
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    30,807,210
    b
    Average of monthly cash balances.......................
    1b
    4,380,749
    c
    Fair market value of all other assets (see instructions)................
    1c
    51,200,647
    d
    Total (add lines 1a, b, and c).........................
    1d
    86,388,606
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    86,388,606
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,295,829
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    85,092,777
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,254,639
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,254,639
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    85,380
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    85,380
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,169,259
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    231,825
    5
    Add lines 3 and 4............................
    5
    4,401,084
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    4,401,084
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    5,219,669
    b
    Program-related investments—total from Part IX-B..................
    1b
    78,572
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,298,241
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,298,241
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 4,401,084
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,272,460
    b From 2016...... 596,321
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 1,868,781
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 5,298,241
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 4,401,084
    e Remaining amount distributed out of corpus 897,157
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,765,938
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    1,272,460
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    1,493,478
    10 Analysis of line 9:
    a Excess from 2016.... 596,321
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 897,157
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ADAM J LEWIS
    MELONY M LEWIS
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    120 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004
      PC CENTENNIAL CAMPAIGN 200,000
    ASPEN ART MUSEUM
    637 EAST HYMAN AVENUE
    ASPEN,CO81611
      PC GENERAL SUPPORT 200,000
    ASPEN CENTER FOR ENVIRONMENTAL STUDIES
    100 PUPPY SMITH STREET
    ASPEN,CO81611
      PC ENVIRONMENTAL EDUCATIONAL PROGRAMS 200,000
    ASPEN COMMUNITY FOUNDATION
    455 GOLD RIVERS COURT SUITE 515
    BASALT,CO81621
      PC SUPPORT NONPROFIT ORGANIZATIONS BY CONNECTION DONORS TO COMMUNITY NEEDS 2,000,000
    ASPEN COUNTRY DAY SCHOOL INC
    85 COUNTRY DAY WAY
    ASPEN,CO81611
      PC TEACHER WELLNESS FUND 2,000,000
    SIERRA CLUB FOUNDATION
    2101 WEBSTER STREET SUITE 1250
    OAKLAND,CA94612
      PC BEYOND COAL CAMPAIGN 2017-2020 500,000
    UTAH FILM CENTER
    50 WEST BROADWAY SUITE 1125
    SALT LAKE CITY,UT84101
      PC DOCUMENTARY FILM PRODUCTION 100,000
    Total .................................bullet 3a 5,200,000
    bApproved for future payment
    ASPEN COUNTRY DAY SCHOOL INC
    85 COUNTRY DAY WAY
    ASPEN,CO81611
      PC TEACHER WELLNESS FUND 1,000,000
    Total .................................bullet 3b 1,000,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 667,409  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 340,481  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 862,724  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,870,614 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,870,614
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE LEWIS FOUNDATION
     
    Employer identification number

    41-2063101
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE LEWIS FOUNDATION
     
    Employer identification number
    41-2063101
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ADAM J LEWIS
     
    100 E FRANCIS STREET
     
    ASPEN, CO81611

    $ 4,961,643


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    ADAM J LEWIS CHARITABLE LEAD TRUST
     
    100 E FRANCIS STREET
     
    ASPEN, CO81611

    $ 4,227,217


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE LEWIS FOUNDATION
     
    Employer identification number

    41-2063101
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    PUBLICLY TRADED SECURITIES $ 4,956,336 2020-09-01
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE LEWIS FOUNDATION
     
    Employer identification number

    41-2063101
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 40,170 19,669   19,669

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    BRODY DOCUMENTARY LLC
     
    1000 BRASS STREET
    AUSTIN,TX78702
    2017-08-30 13,462 IMPACT PARTNERS FILM "DEAR MR. BRODY" - RAISING AWARENESS ABOUT THE COMPLEXITIES OF CHARITABLE GIVING 13,125 NO 3/22/18, 3/26/19, 4/5/20, 3/17/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    FLY MOVIE LLC
     
    181 N 11TH STREET SUITE 405
    BROOKLYN,NY11211
    2017-09-01 20,917 IMPACT PARTNERS FILM "FLY" - RAISING AWARENESS ABOUT THE RISKS AND BENEFITS OF EXTREME SPORTS 10,458 NO 3/25/19, 6/2/20, 2/23/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    THE JANE DOE PROJECT
     
    2711 ANGUS STREET
    LOS ANGELES,CA90039
    2018-04-13 100,599 IMPACT PARTNERS FILM "ON THE RECORD" (FORMERLY TOXIC LABOR) - RAISING AWARENESS ABOUT SEXUAL ASSAULT IN HOLLYWOOD 100,000 NO 10/10/19, 4/10/20, 4/8/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    RIDE OR DIE LLC
     
    389 2ND STREET APT 2
    BROOKLYN,NY11218
    2018-06-13 9,176 IMPACT PARTNERS FILM "JACINTA" - RAISING AWARENESS ABOUT THE RELATIONSHIP BETWEEN TRAUMA, ADDICTION AND INCARCERATION 9,176 NO 3/31/19, 4/8/20, 3/18/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    CHICKEN & EGG PICTURES
     
    39 MESA STREET SUITE 209
    SAN FRANCISCO,CA94129
    2018-06-13 9,836 IMPACT PARTNERS FILM "LOVE & STUFF" - AWARENESS ABOUT ADOPTION AND BEING A SINGLE PARENT 9,836 NO 4/4/19, 3/31/20, 4/11/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    LEROY & MORTON PRODUCTIONS LLC
     
    435 HUDSON STREET 6TH FLOOR
    NEW YORK,NY10014
    2018-07-12 20,000 IMPACT PARTNERS FILM "SPACESHIP EARTH" - RAISING AWARENESS ABOUT ENVIRONMENTAL ISSUES 20,000 NO 3/20/19, 3/30/20, 3/10/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    WALKING UPSTREAM PICTURES LLC
     
    435 S 5TH STREET W 3
    MISSOULA,MT59801
    2019-04-24 2,459 IMPACT PARTNERS FILM "FATHOM" - RAISING AWARENESS ABOUT CUTTING EDGE RESEARCH BY WOMEN SCIENTISTS 2,459 NO 3/20/20, 3/26/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    ENDGAME ENTERTAINMENT CO LLC
     
    9696 WILSHIRE BOULEVARD 3RD FLOOR
    BEVERLY HILLS,CA90212
    2019-04-12 23,810 IMPACT PARTNERS FILM "GIVING VOICE" - RAISING AWARENESS ABOUT THE IMPORTANCE OF ARTS EDUCATION 23,810 NO 4/27/20, 2/23/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    GOOD FRIDAY FILMS LLC
     
    27 WEST 20TH STREET 1006
    NEW YORK,NY10011
    2019-05-22 2,500 IMPACT PARTNERS FILM "PROCESSION" (FORMERLY THE OTHER BOYS) - RAISING AWARENESS ABOUT RECOVERING FROM TRAUMA AND SEXUAL ABUSE IN THE CATHOLIC CHURCH 2,500 NO 3/20/20, 2/24/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    WE CALL BS LLC
     
    20 W 27TH STREET 3
    NEW YORK,NY10001
    2019-05-31 17,593 IMPACT PARTNERS FILM "US KIDS" - RAISING AWARENESS ABOUT GUN REFORM 17,593 NO 4/13/20, 4/12/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    RECKLESS GIVING LLC
     
    1229 DEAN STREET 3
    BROOKLYN,NY11216
    2019-07-12 3,158 IMPACT PARTNERS FILM "CONFESSIONS OF A GOOD SAMARITAN" - RAISING AWARENESS ABOUT ISSUES OF ALTRUISM, ORGAN DONATION AND TECHNOLOGY/MEDICAL ETHICS 3,158 NO 3/18/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    SOPHIE DOC PROJECT LLC
     
    11150 SANTA MONICA BOULEVARD SUITE
    600
    LOS ANGELES,CA90025
    2019-08-14 8,382 IMPACT PARTNERS FILM "UNTITLED SOPHIA DOCUMENTARY" - RAISING AWARENESS ABOUT THE IMPACT OF NEW TECHNOLOGY IN OUR SOCIETY 8,382 NO 4/17/20, 3/25/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    TELEVISION EVENT PTY LTD
     
    98 BEAVERS ROAD
    NORTHCOTE,VICTORIA3070
    AS
    2019-12-18 21,154 IMPACT PARTNERS FILM "TELEVISION EVENT (STAGE 2)" - RAISING AWARENESS ABOUT THE ROLE OF TELEVISION DURING THE NUCLEAR ARMS RACE 21,154 NO 3/19/20, 10/24/20   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    THE GRAB LLC
     
    1400 65TH STREET SUITE 200
    EMERYVILLE,CA94608
    2019-12-17 8,333 IMPACT PARTNERS FILM "THE GRAB" - RAISING AWARENESS ABOUT ACCESS TO FOOD AND WATER 5,417 NO 4/8/20, 3/1/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    GREEN NEW DEAL DOCUMENTARY LLC
     
    599 20TH STREET
    BROOKLYN,NY11218
    2020-01-17 3,571 IMPACT PARTNERS FILM "TO THE END" - RAISING AWARENESS ABOUT CLIMATE CHANGE, POLITICAL ACTIVISM AND FEMALE LEADERSHIP 3,571 NO 3/24/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    GOOD FRIDAY FILMS LLC
     
    27 WEST 20TH STREET 1006
    NEW YORK,NY10011
    2020-04-01 15,000 IMPACT PARTNERS FILM "PROCESSION" (FORMERLY THE OTHER BOYS) (COMPLETION FUNDING) - RAISING AWARENESS ABOUT RECOVERING FROM TRAUMA AND SEXUAL ABUSE IN THE CATHOLIC CHURCH 11,250 NO 2/24/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    IMAGINE ALL THE DOCS LLC
     
    150 S EL CAMINO DRIVE
    BEVERLY HILLS,CA90212
    2020-05-11 13,913 IMPACT PARTNERS FILM "PAPER AND GLUE" - RAISING AWARENESS ABOUT THE SOCIOPOLITICAL IMPACT OF ART AND PHOTOGRAPHY ON BUILDING GLOBAL COMMUNITY 9,043 NO 3/25/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    AMERICAN GIRLS LLC
     
    436 WEST 45TH STREET
    NEW YORK,NY10036
    2020-12-31 12,000 IMPACT PARTNERS FILM "FOUND" - RAISING AWARENESS ABOUT ADOPTION AND ISSUES OF IDENTITY. INCREASING REPRESENTATION OF ASIAN AMERICAN WOMEN IN MEDIA AND COMBATING DISCRIMINATION AGAINST THE AAPO COMMUNITY. 7,200 NO 3/17/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    FAMILY MOVIE PROJECT LLC
     
    55 WASHINGTON STREET SUITE 656
    BROOKLYN,NY11201
    2020-10-09 17,647 IMPACT PARTNERS FILM "HOUSE ON STILTS" - RAISING AWARENESS ABOUT LGBTQ+ RIGHTS 8,824 NO 3/24/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    DNS PROJECTS LLC
     
    16 GARDEN STREET
    BROOKLYN,NY11201
    2020-10-16 2,500 IMPACT PARTNERS FILM "THE OIL WAR" - RAISING AWARENESS ABOUT US MILITARY INTERVENTION IN THE MIDDLE EAST 1,875 NO 4/1/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    THE LION PROJECT
     
    6424 POLLARD STREET
    LOS ANGELES,CA90042
    2020-07-13 8,824 IMPACT PARTNERS FILM "ALLEN V. FARROW" - RAISING AWARENESS ABOUT SEXUAL ABUSE 8,824 NO 3/26/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    ADMISSIONS GRANTED LLC
     
    265 WEST 122ND STREET A
    NEW YORK,NY10027
    2020-02-12 1,167 IMPACT PARTNERS FILM "ADMISSIONS GRANTED" - RAISING AWARENESS ABOUT EDUCATION, DIVERSITY, RACIAL AND SOCIOECONOMIC EQUALITY 1,108 NO 3/11/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    TERTULIA PICTURES LLC
     
    8800 WILSHIRE BOULEVARD SUITE 200
    BEVERLY HILLS,CA90211
    2020-08-12 2,500 IMPACT PARTNERS FILM "MIJA" - RAISING AWARENESS ABOUT MINORITY REPRESENTATION IN MASS MEDIA, IMMIGRATION AND NARRATIVES OF LATINX AND FEMALE EMPOWERMENT 2,375 NO 3/22/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    SIGGI PRODUCTION
     
    PEBLINGE DOSSERING 14 3TH
    KOBENHAVN   2200
    DA
    2020-08-19 3,226 IMPACT PARTNERS FILM "A SONG FOR SUMMER AND WINTER" - RAISING AWARENESS ABOUT THE IMPACT OF WAR IN SYRIA 3,065 NO 4/8/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
    AFTERIMAGE PUBLIC MEDIA
     
    39 MESA STREET SUITE 206
    SAN FRANCISCO,CA94129
    2020-11-03 3,224 IMPACT PARTNERS FILM "UNTITLED CLIMATE CHANGE PROJECT" - RAISING AWARENESS ABOUT THE ORIGINS AND TRAJECTORY OF THE CLIMATE CRISIS 3,052 NO 3/12/21   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE AND THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AB TAXABLE MULTI SECTOR INCOME 2,165,307 2,165,307
    ISHARES TRUST ISHARES MBS ETF 2,587,394 2,587,394

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CANSURROUND STOCK 200,000 200,000
    51JOB INC 6,580 6,580
    AB CORPORATE INCOME SHARES FUND 737,030 737,030
    ABB LTD 20,635 20,635
    ABBOTT LABORATORIES 162,482 162,482
    ABBVIE INC 86,899 86,899
    ACCENTURE PLC 262,778 262,778
    ACTIVISION BLIZZARD INC 37,418 37,418
    ADECCO GROUP SA 26,616 26,616
    ADIDAS AG 11,711 11,711
    ADOBE INC 142,035 142,035
    ADT INC 7,952 7,952
    ADVANCED MICRO DEVICES INC 43,196 43,196
    AEGON NV 25,920 25,920
    AERCAP HOLDINGS NV 9,936 9,936
    AGILENT TECHNOLOGIES INC 123,229 123,229
    AGNC INVESTMENT CORP 4,415 4,415
    AGNICO EAGLE MINES LTD 94,766 94,766
    AIA GROUP LTD 55,714 55,714
    AIR LEASE CORP 45,620 45,620
    AIRBUS SE 8,961 8,961
    AKAMAI TECHNOLOGIES INC 5,564 5,564
    ALEXANDRIA REAL ESTATE EQUITIES INC 26,911 26,911
    ALEXION PHARMACEUTICALS INC 4,531 4,531
    ALIBABA GROUP HOLDING 146,387 146,387
    ALIGN TECHNOLOGY INC 13,894 13,894
    ALLIANZ SE 27,855 27,855
    ALLSTATE CORP 71,784 71,784
    ALLY FINANCIAL INC 10,591 10,591
    ALNYLAM PHARMA INC 2,989 2,989
    ALPHABET INC 325,850 325,850
    ALSTOM SA 3,471 3,471
    AMADEUS IT GROUP SA 10,595 10,595
    AMAZON.COM INC 384,318 384,318
    AMBEV SA 14,382 14,382
    AMEDISYS INC 24,346 24,346
    AMERICAN EXPRESS CO 18,016 18,016
    AMERICAN TOWER CORP 28,057 28,057
    AMERICAN WATER WORKS 247,547 247,547
    AMERICOLD REALTY TRUST 2,090 2,090
    AMERISOURCEBERGEN CORP 17,499 17,499
    AMGEN INC 87,369 87,369
    ANALOG DEVICES INC 5,023 5,023
    ANGLOGOLD ASHANTI 2,466 2,466
    ANHEUSER BUSCH INBEV SA 12,584 12,584
    ANNALY CAPITAL MANAGEMENT INC 1,082 1,082
    ANTHEM INC 62,934 62,934
    AON PLC 39,296 39,296
    APPLE INC 763,101 763,101
    APPLIED MATERIALS INC 7,594 7,594
    APTARGROUP INC 39,014 39,014
    ARGENX SE 3,235 3,235
    ARISTA NETWORKS INC 4,359 4,359
    ARROW ELECTRONICS INC 11,774 11,774
    ASE TECHNOLOGY HOLDING CO LTD 16,037 16,037
    ASML HOLDING NV 76,572 76,572
    ASSA ABLOY AB 9,938 9,938
    ATLAS COPCO AB 60,478 60,478
    ATMOS ENERGY CORP 49,051 49,051
    ATOS ORIGIN SA 3,176 3,176
    AU OPTRONICS CORP 7,925 7,925
    AUSTRALIA & NEW ZEALAND BANKING GROUP 10,728 10,728
    AUTODESK INC 10,076 10,076
    AUTOHOME INC 498 498
    AUTOMATIC DATA PROCESSING INC 21,320 21,320
    AUTOZONE INC 8,298 8,298
    AVALONBAY COMMUNITIES INC 7,540 7,540
    AVANGRID INC 55,222 55,222
    AVIVA PLC 18,901 18,901
    AXA 39,374 39,374
    AXON ENTERPRISE INC 1,348 1,348
    BAKER HUGHES CO 12,677 12,677
    BALL CORP 5,964 5,964
    BANCO DE CHILE 8,621 8,621
    BANK OF AMERICA CORP 17,095 17,095
    BANK OF CHINA 145,797 145,797
    BANK OF MONTREAL 29,803 29,803
    BANK OF NEW YORK MELLON CORP 16,509 16,509
    BANK OF NOVA SCOTIA 22,643 22,643
    BANK RAKYAT INDONESIA 2,765 2,765
    BARRICK GOLD CORP 58,112 58,112
    BAXTER INTERNATIONAL INC 68,765 68,765
    BAYERISCHE MOTOREN WERKE 69,736 69,736
    BECTON DICKINSON & CO 32,279 32,279
    BEIGENE LTD 17,054 17,054
    BEST BUY CO 54,585 54,585
    BEST INC 2,299 2,299
    BIOGEN INC 39,668 39,668
    BIOMARIN PHARMACEUTICAL INC 3,595 3,595
    BIO-RAD LABORATORIES INC 63,540 63,540
    BIO-TECHNE CORP 23,499 23,499
    BJ'S WHOLESALE CLUB HOLDINGS 8,761 8,761
    BLACK KNIGHT INC 50,978 50,978
    BLACKROCK INC 34,634 34,634
    BNP PARIBAS SA 113,838 113,838
    BOC HONG KONG HOLDINGS LTD 92,541 92,541
    BOOKING HOLDINGS INC 6,682 6,682
    BOOZ ALLEN HAMILTON HOLDING CORP 67,651 67,651
    BOSTON BEER CO INC 64,629 64,629
    BOSTON PROPERTIES INC 2,269 2,269
    BOSTON SCIENTIFIC CORP 8,089 8,089
    BRAMBLES LTD 48,941 48,941
    BRENNTAG AG 13,711 13,711
    BRIGHT HORIZONS FAMILY SOLUTIONS 3,806 3,806
    BRITISH LAND CO PLC 4,710 4,710
    BRIXMOR PROPERTY GROUP INC 1,821 1,821
    BROADCOM INC 15,762 15,762
    BROADRIDGE FINANCIAL SOLUTIONS LLC 24,359 24,359
    BROWN FORMAN CORP 100,797 100,797
    BRUKER CORP 2,057 2,057
    BRUNSWICK CORP 5,489 5,489
    BUILDERS FIRSTSOURCE INC 7,060 7,060
    BUNGE LTD 1,443 1,443
    BUNZL PLC 11,016 11,016
    BURBERRY GROUP PLC 3,610 3,610
    BYD CO LTD 21,794 21,794
    CACI INTERNATIONAL INC 3,491 3,491
    CADENCE DESIGN SYSTEMS INC 79,948 79,948
    CAMPBELL SOUP CO 40,711 40,711
    CANADIAN IMPERIAL BANK OF COMMERCE 56,581 56,581
    CANADIAN NATIONAL RAILWAY 2,527 2,527
    CAPITAL ONE FINANCIAL CORP 7,611 7,611
    CARDINAL HEALTH INC 3,803 3,803
    CARLSBERG AS 16,065 16,065
    CARREFOUR SA 4,836 4,836
    CASEYS GENERAL STORES INC 33,759 33,759
    CATERPILLAR INC 7,645 7,645
    CBOE GLOBAL MARKETS INC 11,919 11,919
    CBRE GROUP INC 11,164 11,164
    CDW CORP 3,822 3,822
    CEMIG SA 2,514 2,514
    CENTRAL JAPAN RAILWAY CO 38,460 38,460
    CERNER CORP 5,415 5,415
    CGI INC 57,102 57,102
    CH ROBINSON WORLDWIDE INC 61,392 61,392
    CHAMPIONX CORPORATION 5,676 5,676
    CHARLES RIVER LABORATORIES INTERNATIONAL INC 29,483 29,483
    CHECK POINT SOFTWARE TECHNOLOGIES LTD 20,867 20,867
    CHEGG INC 3,071 3,071
    CHEMED CORP 2,130 2,130
    CHINA CONSTRUCTION BANK 146,069 146,069
    CHINA LIFE INSURANCE CO 9,003 9,003
    CHINA MERCHANTS BANK 7,475 7,475
    CHINA MOBILE LTD 4,452 4,452
    CHINA OVERSEAS LAND AND INVESTMENTS 3,113 3,113
    CHINA TELECOM CORP LTD 72,539 72,539
    CHINA UNICOM HONG KONG LTD 26,645 26,645
    CHIPOTLE MEXICAN GRILL INC 34,668 34,668
    CIA CERVECERIAS UNIDAS SA 21,315 21,315
    CIA PARANAENSE ENER 124,067 124,067
    CIGNA CORP 4,580 4,580
    CIRRUS LOGIC INC 986 986
    CISCO SYSTEMS INC 143,737 143,737
    CITIGROUP INC 8,756 8,756
    CITRIX SYSTEM INC 44,234 44,234
    CME GROUP INC 26,579 26,579
    CNH INDUSTRIAL NV 14,971 14,971
    CO DE MINAS BUENAVENTURA SA 1,426 1,426
    COCA-COLA EUROPEAN PARTNERS 25,912 25,912
    COCA-COLA FEMSA SA 8,113 8,113
    COGNIZANT TECHNOLOGY SOLUTIONS CORP 13,194 13,194
    COLOPLAST AS 107,853 107,853
    COMMERCIAL INTERNATIONAL BANK 4,994 4,994
    COMMONWEALTH BANK OF AUSTRALIA 54,105 54,105
    COMPAGNIE FINANCIERE RICHEMONT SA 4,296 4,296
    COMPASS GROUP PLC 4,907 4,907
    COMPASS MINERALS INTERNATIONAL INC 2,963 2,963
    CONAGRA BRANDS INC 10,262 10,262
    CONSOLIDATED EDISON INC 76,100 76,100
    CONSTELLATION BRANDS INC 5,695 5,695
    COOPER COMPANIES INC 727 727
    CORE LABORATORIES NV 20,015 20,015
    CORECIVIC INC 10,611 10,611
    CORELOGIC INC 10,129 10,129
    CORESITE REALTY CORP 9,396 9,396
    COSTAR GROUP INC 8,319 8,319
    CREDICORP LTD 11,317 11,317
    CREDIT SUSSIE GROUP 82,150 82,150
    CROWN CASTLE INTERNATIONAL CORP 35,977 35,977
    CSL LTD 39,875 39,875
    CUBESMART 16,603 16,603
    CUMMINS INC 82,664 82,664
    CVS HEALTH CORP 43,644 43,644
    D R HORTON INC 5,651 5,651
    DAI NIPPON PRINT 23,851 23,851
    DAIKIN INDUSTRIES 24,563 24,563
    DAIMLER AG 72,901 72,901
    DAITO TRUST CONSTRUCTION CO LTD 20,569 20,569
    DAIWA HOUSE INDUSTRY CO LTD 21,052 21,052
    DANAHER CORP 155,054 155,054
    DASSAULT SYSTEMS 24,848 24,848
    DAVITA INC 8,805 8,805
    DBS GROUP HOLDINGS LTD 28,443 28,443
    DECKERS OUTDOOR CORP 10,611 10,611
    DEERE & CO 8,610 8,610
    DELL TECHNOLOGIES 8,135 8,135
    DEUTSCHE BANK AG 2,878 2,878
    DEUTSCHE BOERSE AG 5,577 5,577
    DEXCOM INC 4,437 4,437
    DIAGEO PLC 61,142 61,142
    DISCOVERY COMMUNICATIONS 707 707
    DNB ASA 62,222 62,222
    DOCUSIGN INC 29,344 29,344
    DOLLAR GENERAL CORP 83,489 83,489
    DOLLAR TREE INC 3,673 3,673
    DOMINOS PIZZA INC 25,309 25,309
    DUKE REALTY CORP 11,991 11,991
    EAST JAPAN RAILWAY 52,909 52,909
    EBAY INC 31,808 31,808
    EDWARDS LIFESCIENCES CORP 10,856 10,856
    ELECTROLUX AB 8,851 8,851
    ELECTRONIC ARTS 62,466 62,466
    EMBOTELLADORA ANDINA SA 3,422 3,422
    EMERGENT BIOSOLUTIONS INC 8,512 8,512
    ENERGIZER HLDGS INC NEW 2,700 2,700
    ENN ENERGY HOLDINGS 15,191 15,191
    EQUINIX INC 2,857 2,857
    EQUITY COMMONWEALTH 34,236 34,236
    EQUITY RESIDENTIAL SHARES 5,987 5,987
    ERIE INDEMNITY CO 13,262 13,262
    ESSENTIAL UTILITIES INC 44,027 44,027
    ESSILOR INTERNATIONAL 34,526 34,526
    ETSY INC 10,141 10,141
    EVERSOURCE ENERGY 85,818 85,818
    EXACT SCIENCES CORP 530 530
    EXPEDITORS INTERNATIONAL WASH INC 50,978 50,978
    EXPERIAN PLC 47,792 47,792
    EXTRA SPACE STORAGE INC 17,842 17,842
    FACEBOOK INC 222,352 222,352
    FACTSET RESEARCH SYSTEM INC 13,300 13,300
    FANUC CORPORATION 1,235 1,235
    FAST RETAILING CO LTD 13,479 13,479
    FASTENAL CO 5,274 5,274
    FERGUSON NEWCO PLC 11,032 11,032
    FERRARI NV 18,591 18,591
    FIAT CHRYSLER AUTOMOBILES NV 33,377 33,377
    FIDELITY NATIONAL INFORMATION SERVICES INC 17,258 17,258
    FIRST AMERICAN FINANCIAL CORP 3,149 3,149
    FISERV INC 25,164 25,164
    FLOWERS FOODS INC 50,782 50,782
    FLUOR CORP 4,008 4,008
    FOMENTO ECONOMICO MEXICANO SA 2,652 2,652
    FORTESCUE METALS 89,884 89,884
    FORTIVE CORP 5,099 5,099
    FRESENIUS MEDICAL CARE AG 4,322 4,322
    FTI CONSULTING INC 8,491 8,491
    FUJITSU LTD 79,220 79,220
    GDS HOLDINGS LTD 4,588 4,588
    GEA GROUP AG 24,982 24,982
    GEELY AUTOMOBILE 8,149 8,149
    GENERAC HOLDINGS INC 21,377 21,377
    GENERAL ELECTRIC CO 10,714 10,714
    GENERAL MILLS INC 102,135 102,135
    GENMAB AS 59,770 59,770
    GILEAD SCIENCES INC 121,764 121,764
    GLOBANT SA 10,663 10,663
    GOLD FIELDS LTD 20,635 20,635
    GOLDMAN SACHS GROUP INC 135,283 135,283
    GREEN DOT CORP 6,584 6,584
    GRIFOLS SA 2,803 2,803
    GRUPO AEROPORTUARIO DEL PACIFICO 1,335 1,335
    GRUPO AEROPORTUARIO SURESTE 1,484 1,484
    GRUPO AVAL ACCIONES Y VALORE 21,356 21,356
    HAIN CELESTIAL GROUP INC 21,159 21,159
    HANG LUNG PROPERTIES 10,035 10,035
    HANG SENG BANK 91,863 91,863
    HASBRO INC 7,670 7,670
    HCA HEALTHCARE INC 3,947 3,947
    HEICO CORP 3,840 3,840
    HEINEKEN NV 31,382 31,382
    HELMERICH & PAYNE INC 23,832 23,832
    HENDERSON LAND DEVELOPMENT 110,203 110,203
    HENNES & MAURITZ AB 6,340 6,340
    HERMES INTERNATIONAL 56,223 56,223
    HEWLETT PACKARD ENTERPRISE 46,843 46,843
    HEXCEL CORP 3,637 3,637
    HITACHI LTD 44,861 44,861
    HNI CORP 17,850 17,850
    HOLOGIC INC 19,591 19,591
    HOME DEPOT INC 110,233 110,233
    HONG KONG EXCHANGES 66,783 66,783
    HOST HOTELS & RESORTS INC 7,505 7,505
    HOWMET AEROSPACE INC 4,509 4,509
    HOYA CORP 22,622 22,622
    HP INC 20,336 20,336
    HUAZHU GROUP LIMITED 3,873 3,873
    HUMANA INC 5,334 5,334
    IAC INTERACTIVE CORP 8,899 8,899
    IBM CORP 29,205 29,205
    ICICI BANK LTD 60,674 60,674
    IDEXX LABORATORIES INC 28,992 28,992
    IHS MARKIT LTD 25,063 25,063
    ILLINOIS TOOL WORKS INC 6,728 6,728
    ILLUMINA INC 21,830 21,830
    INCYTE CORP 8,698 8,698
    INDITEX 21,526 21,526
    INDUSTRIAL COMMERCIAL BANK OF CHINA 46,219 46,219
    INFINEON TECHNOLOGIES AG 14,071 14,071
    INFORMA PLC 1,437 1,437
    INFOSYS LIMITED 115,413 115,413
    ING GROEP NV 15,255 15,255
    INSULET CORP 3,068 3,068
    INTEL CORP 85,142 85,142
    INTERCONTINENTAL EXCHANGE INC 36,317 36,317
    INTUIT INC 107,118 107,118
    INTUITIVE SURGICAL INC 6,545 6,545
    INVESCO LTD 2,998 2,998
    IONIS PHARMACEUTICALS INC 3,110 3,110
    IQIYI INC 2,290 2,290
    IQVIA HOLDINGS INC 17,738 17,738
    IRON MOUNTAIN INC 1,415 1,415
    J SAINSBURY PLC 16,474 16,474
    JABIL INC 2,169 2,169
    JACK HENRY & ASSOCIATES INC 30,778 30,778
    JACK IN THE BOX INC 278 278
    JACOBS ENGINEERING INC 8,499 8,499
    JD.COM INC 18,547 18,547
    JOYY INC 9,998 9,998
    JP MORGAN CHASE & CO 29,607 29,607
    JULIUS BAER GROUP LTD 7,341 7,341
    JUNIPER NETWORKS INC 8,666 8,666
    KASIKORNBANK PCL 12,797 12,797
    KB FINL GROUP INC 89,298 89,298
    KELLOGG CO 63,910 63,910
    KERING 60,134 60,134
    KEURIG DR PEPPER INC 42,592 42,592
    KEYSIGHT TECHNOLOGIES INC 69,348 69,348
    KIMCO REALTY CORPORATION 6,800 6,800
    KINGFISHER PLC 25,181 25,181
    KINROSS GOLD CORP 16,508 16,508
    KIRIN HLDGS COMPANY LTD 76,065 76,065
    KIRKLAND LAKE GOLD LTD 1,692 1,692
    KOMATSU LTD 58,078 58,078
    KONE OYJ 86,644 86,644
    KONINKLIJKE AHOLD NV 121,508 121,508
    KONINKLIJKE PHILIPS NV 8,722 8,722
    KROGER CO 147,080 147,080
    KUBOTA CORP 33,213 33,213
    KYOCERA CORP 18,618 18,618
    LAM RESEARCH CORPORATION 27,391 27,391
    LEGRAND SA 20,080 20,080
    LENNAR CORP 5,260 5,260
    LENOVO GROUP LTD 25,774 25,774
    LG DISPLAY CO 4,718 4,718
    LHC GROUP INC 12,372 12,372
    LINE CORP 33,512 33,512
    LIONS GATE ENTMT CORP 18,249 18,249
    LITHIA MOTORS INC 6,731 6,731
    LIVE NATION 4,041 4,041
    LOCALIZA RENT A CAR 5,253 5,253
    LOGITECH INTERNATIONAL SA 79,599 79,599
    LONDON STOCK EXCHANGE 27,134 27,134
    LOWES COS INC 11,878 11,878
    LPL FINANCIAL HOLDINGS INC 5,315 5,315
    LULULEMON ATHLETICA INC 35,847 35,847
    LVMH MOET HENNESSY LOUIS VUITTON 43,031 43,031
    LYFT INC 5,846 5,846
    MACERICH COMPANY 11 11
    MAKITA CORP 856 856
    MANHATTAN ASSOCIATES INC 24,086 24,086
    MANPOWERGROUP INC 3,878 3,878
    MARKETAXESS HOLDINGS INC 15,405 15,405
    MARKS & SPENCER GROUP PLC 5,223 5,223
    MARSH & MCLENNAN COS INC 67,977 67,977
    MARVELL TECHNOLOGY GROUP LTD 7,797 7,797
    MASIMO CORP 3,221 3,221
    MASTERCARD INC 111,365 111,365
    MATCH GROUP INC 8,769 8,769
    MAXIMUS INC 2,708 2,708
    MCCORMICK & CO INC 53,536 53,536
    MCDONALDS CORP 111,152 111,152
    MCKESSON CORP 5,913 5,913
    MEDPACE HOLDINGS INC 3,341 3,341
    MEDTRONIC PLC 131,782 131,782
    METLIFE INC 29,344 29,344
    METTLER-TOLEDO INTERNATIONAL INC 70,660 70,660
    MICHELIN CGDE 21,219 21,219
    MICROSOFT CORP 528,915 528,915
    MILLER HERMAN INC 9,700 9,700
    MITSUBISHI ELEC CORP 124,453 124,453
    MITSUBISHI ESTATE CO LTD 16,645 16,645
    MIZUHO FINL GROUP INC 4,496 4,496
    MOLSON COORS BEVERAGE COMPANY 3,299 3,299
    MONDELEZ INTERNATIONAL INC 59,991 59,991
    MONSTER BEVERAGE CORP 9,433 9,433
    MOODYS CORP 6,966 6,966
    MORGAN STANLEY 111,498 111,498
    MORNINGSTAR INC 695 695
    MOTOROLA SOLUTIONS INC 48,467 48,467
    MOWI ASA 15,772 15,772
    MS&AD INSURANCE GROUP 8,145 8,145
    MTU AERO ENGINES 4,165 4,165
    MUENCHENER RUECK 13,964 13,964
    MURATA MANUFACTURING CO LTD 17,490 17,490
    MURPHY USA INC 9,553 9,553
    NASPERS 10,566 10,566
    NATIONAL AUSTRALIA BANK LTD 19,249 19,249
    NATIONAL INSTRUMENTS CORP 3,515 3,515
    NATIONAL OILWELL VARCO INC 12,618 12,618
    NATURA & CO HOLDING 48,900 48,900
    NETAPP INC 2,252 2,252
    NETEASE INC 25,475 25,475
    NETFLIX INC 77,865 77,865
    NEW JERSEY RESOURCES 3,591 3,591
    NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP 2,973 2,973
    NEW YORK TIMES 20,345 20,345
    NEWMONT CORP 93,069 93,069
    NICE LTD 13,043 13,043
    NIDEC CORP 10,524 10,524
    NIELSEN HOLDINGS PLC 4,508 4,508
    NIKE INC 86,155 86,155
    NINTENDO COMPANY LTD 38,006 38,006
    NIO INC 5,166 5,166
    NIPPON TELEGRAPH & TELEPHONE CORP 323,434 323,434
    NISSAN MOTOR CO LTD 11,103 11,103
    NN GROUP NV 107,412 107,412
    NOAH HOLDINGS LTD 15,395 15,395
    NOKIA CORP 4,970 4,970
    NOMURA HOLDINGS INC 9,552 9,552
    NORSK HYDRO AS 6,160 6,160
    NORTHERN TRUST CORP 2,329 2,329
    NORTONLIFELOCK INC 2,930 2,930
    NTT DOCOMO INC 157,477 157,477
    NUANCE COMMUNICATIONS INC 13,227 13,227
    NVIDIA CORP 186,426 186,426
    OCEANEERING INTERNATIONAL INC 8,530 8,530
    OKTA INC 10,425 10,425
    OLD DOMINION FGHT LINE INC 49,380 49,380
    OMEGA HEALTHCARE INVESTORS INC 2,724 2,724
    OMNICOM GROUP INC 12,349 12,349
    OMRON CORP 113,997 113,997
    ONE GAS INC 11,899 11,899
    OPKO HEALTH INC 162 162
    ORACLE CORP 70,512 70,512
    OREILLY AUTOMOTIVE INC 2,715 2,715
    ORIX CORP 102,230 102,230
    OVERSEA-CHINESE BANK 9,718 9,718
    PALO ALTO NETWORKS INC 4,265 4,265
    PAN AMERICAN SILVER CORP 19,878 19,878
    PANASONIC CORP 31,968 31,968
    PAPA JOHNS INTERNATIONAL INC 17,394 17,394
    PAYCHEX INC 30,843 30,843
    PAYPAL HOLDINGS INC 84,547 84,547
    PEARSON PLC 6,444 6,444
    PELOTON INTERACTIVE INC 15,779 15,779
    PEPSICO INC 113,598 113,598
    PERKINELMER INC 15,355 15,355
    PERNOD-RICARD SA 80,152 80,152
    PERSIMMON PLC 2,677 2,677
    PING AN INSURANCE GROUP CO 71,933 71,933
    PINTEREST INC 4,218 4,218
    PLDT INC 92,326 92,326
    PNC FINANCIAL SERVICES GROUP 9,685 9,685
    POOL CORP 5,588 5,588
    PRA HEALTH SCIENCES INC 5,645 5,645
    PREMIER INC 5,897 5,897
    PROLOGIS INC 48,036 48,036
    PRUDENTIAL FINANCIAL INC 6,636 6,636
    PRUDENTIAL PLC 37 37
    PT BANK MANDIRI 17,916 17,916
    PUBLIC STORAGE INC 80,132 80,132
    PUBLICIS GROUPE SA 21,620 21,620
    QIAGEN NV 88,895 88,895
    QUALCOMM INC 52,558 52,558
    QUANTA SERVICES INC 9,435 9,435
    QUEST DIAGNOSTICS INC 4,886 4,886
    QUIDEL CORP 3,413 3,413
    REALTY INCOME CORPORATION 2,673 2,673
    REGAL BELOIT CORP 6,018 6,018
    REGENCY CTRS CORP 3,647 3,647
    REGENERON 130,439 130,439
    RELIANCE STEEL & ALUMINUM CO 45,625 45,625
    RELX PLC 33,981 33,981
    RENAULT SA 3,317 3,317
    REPLIGEN CORP 22,037 22,037
    RESMED INC 28,696 28,696
    RETAIL PROPERTIES OF AMERICA 5,410 5,410
    RH 5,818 5,818
    RINGCENTRAL INC 379 379
    RITCHIE BROS AUCTIONEERS 27,194 27,194
    ROCKWELL AUTOMATION INC 28,090 28,090
    ROLLINS INC 39,344 39,344
    ROSS STORES INC 2,702 2,702
    ROYAL BANK OF CANADA 95,190 95,190
    ROYAL GOLD INC 4,680 4,680
    ROYAL MAIL PLC 48,100 48,100
    RYDER SYSTEM INC 12,784 12,784
    S P GLOBAL INC 113,084 113,084
    SAGE GROUP 6,835 6,835
    SALESFORCE COM INC 39,387 39,387
    SAMPO OYJ 4,911 4,911
    SANDVIK AB 54,566 54,566
    SANLAM LTD 6,299 6,299
    SAP SE 79,408 79,408
    SAREPTA THERAPEUTICS INC 3,580 3,580
    SCHNEIDER ELECTRIC SE 192,518 192,518
    SCHNEIDER NATIONAL INC 34,714 34,714
    SCHWAB CHARLES CORP 4,137 4,137
    SEAGATE TECHNOLOGY 1,803 1,803
    SEAGEN INC 20,142 20,142
    SECOM LTD 8,943 8,943
    SEKISUI HOUSE LTD 69,530 69,530
    SERVICENOW INC 28,622 28,622
    SEVEN & I HOLDINGS 30,476 30,476
    SGS SA 84,015 84,015
    SHIMANO INC 24,472 24,472
    SHINHAN FINANCIAL GROUP CO 35,027 35,027
    SIEMENS AG 18,522 18,522
    SIMON PROPERTY GROUP INC 3,667 3,667
    SINA COM 424 424
    SINGAPORE TELECOMMUNICATIONS LTD 104,818 104,818
    SK TELECOM CO LTD 244 244
    SKF AB 13,523 13,523
    SKYWORKS SOLUTIONS INC 5,045 5,045
    SMC CORP 1,225 1,225
    SMITH & NEPHEW PLC 3,627 3,627
    SMITHS GROUP PLC 6,986 6,986
    SMUCKER JM CO 131,899 131,899
    SNAP INC 5,157 5,157
    SODEXO 7,552 7,552
    SOFTBANK GROUP 15,387 15,387
    SONIC HEALTHCARE LTD 39,668 39,668
    SONOVA HOLDING 17,597 17,597
    SONY CORP 54,190 54,190
    SOUTHWEST GAS HOLDINGS INC 16,828 16,828
    SPARK NEW ZEALAND 89,547 89,547
    SPIRE INC 13,128 13,128
    SPIRIT REALTY CAPITAL INC 35,791 35,791
    SPROUTS FARMERS MARKETS INC 18,271 18,271
    SQUARE INC 22,634 22,634
    SSR MINING INC 2,192 2,192
    STANDARD BANK GROUP 907 907
    STARBUCKS CORP 100,561 100,561
    STATE STREET CORP 26,565 26,565
    STMICROELECTRONICS NV 21,344 21,344
    STORA ENSO OYJ 9,109 9,109
    STRYKER CORP 14,947 14,947
    SUBARU CORP 1,373 1,373
    SUMITOMO MITSUI FINANCIAL GROUP 67,314 67,314
    SUMITOMO MITSUI TRUST 29,546 29,546
    SUN LIFE FINANCIAL INC 70,202 70,202
    SUNTORY BEVERAGE & FOOD 69,552 69,552
    SWISS RE LTD 3,696 3,696
    SWISSCOM AG 201,563 201,563
    SYNAPTICS INC 6,652 6,652
    SYNEOS HEALTH INC 3,747 3,747
    SYNOPSYS INC 5,963 5,963
    SYSCO CORP 6,758 6,758
    SYSMEX CORP 102,736 102,736
    T MOBILE US INC 76,730 76,730
    T ROWE PRICE GROUP INC 34,365 34,365
    TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 297,788 297,788
    TAL EDUCATION GROUP 26,459 26,459
    TARGET CORP 83,852 83,852
    TATA MOTORS LTD 14,704 14,704
    TAYLOR MORRISON HOME CORP 14,005 14,005
    TECHNIPFMC LTD 13,442 13,442
    TECHTRONIC INDUSTRIES 11,560 11,560
    TELADOC HEALTH INC 9,997 9,997
    TELEKOMUNIK INDONESIA 51,156 51,156
    TELEPHONE AND DATA SYSTEMS INC 28,189 28,189
    TENCENT HOLDINGS LTD 164,124 164,124
    TENCENT MUSIC ENTERTAINMENT 14,546 14,546
    TESCO PLC 15,472 15,472
    TESLA INC 151,013 151,013
    TEXAS INSTRUMENTS INC 47,598 47,598
    TEXAS ROADHOUSE INC 5,628 5,628
    TFS FINANCIAL CORP 1,816 1,816
    THE HERSHEY CO 123,996 123,996
    THE TRADE DESK INC 4,005 4,005
    THE WALT DISNEY COMPANY 51,817 51,817
    THERMO FISHER SCIENTIFIC INC 74,525 74,525
    THOMSON REUTERS CORP 120,379 120,379
    TIFFANY & CO 84,128 84,128
    TIM SA 33,909 33,909
    TJX COMPANIES INC 12,087 12,087
    TOKIO MARINE HOLDINGS INC 29,165 29,165
    TOKYO ELECTRON LTD 13,102 13,102
    TOOTSIE ROLL INDUSTRIES INC 30,205 30,205
    TORO CO 2,276 2,276
    TORONTO DOMINION BANK 92,868 92,868
    TOYOTA MOTOR CORP 28,132 28,132
    TRACTOR SUPPLY COMPANY 15,323 15,323
    TRADEWEB MARKETS INC 3,185 3,185
    TRANE TECHNOLOGIES PLC 8,855 8,855
    TRANSOCEAN LTD 3,952 3,952
    TRANSUNION 5,457 5,457
    TRAVELERS COS INC 3,930 3,930
    TREEHOUSE FOODS INC 2,125 2,125
    TREX INC 6,112 6,112
    TRI POINTE GROUP INC 7,538 7,538
    TRIMBLE INC 4,407 4,407
    TRIP COM GRP LTD 5,194 5,194
    TRUIST FINANCIAL CORPORATION 4,937 4,937
    TURKCELL ILETISIM HIZMETLERI AS 474 474
    TURKIYE GARANTI BANKASI AS 4,480 4,480
    TURQUOISE HILL RESOURCES LTD 994 994
    TWILIO INC 8,463 8,463
    TWITTER INC 5,361 5,361
    TYLER TECHNOLOGIES INC 44,525 44,525
    UBER TECHNOLOGIES INC 6,630 6,630
    UBISOFT ENTERTAIN 17,517 17,517
    UBS GROUP AG 106,159 106,159
    UGI CORP HOLDING CO 6,922 6,922
    ULTA BEAUTY INC 1,436 1,436
    UNITED MICROELECTRON CORP 72,321 72,321
    UNITED OVERSEAS BANK 25,457 25,457
    UNITED PARCEL SERVICE INC 8,252 8,252
    UNITED RENTALS INC 55,890 55,890
    UNITED STATES CELLULAR CORP 12,859 12,859
    UNITED THERAPEUTICS CORP 4,250 4,250
    UNITED UTILITIES GROUP PLC 4,023 4,023
    UNITEDHEALTH GROUP INC 126,595 126,595
    UNIVERSAL HEALTH SERVICES INC 3,163 3,163
    UNUM GROUP 57,648 57,648
    VAIL RESORTS INC 3,626 3,626
    VARIAN MEDICAL SYSTEMS INC 2,975 2,975
    VEEVA SYSTEMS INC 25,319 25,319
    VENTAS INCORPORATED 28,394 28,394
    VERISIGN INC 1,948 1,948
    VERISK ANALYTICS INC 45,047 45,047
    VERTEX PHARMACEUTICALS INC 94,536 94,536
    VESTAS WIND SYSTEMS 123,682 123,682
    VF CORP 10,847 10,847
    VIACOMCBS INC 37 37
    VICI PROPERTIES INC 3,239 3,239
    VIPSHOP HOLDINGS LTD 31,511 31,511
    VIRTU FINANCIAL INC 101 101
    VISA INC 115,490 115,490
    VODAFONE GROUP PLC 37,558 37,558
    VOLKSWAGEN AG 70,056 70,056
    VOLVO AB 17,793 17,793
    VONTIER CORP 935 935
    VULCAN MATERIALS CO 4,598 4,598
    WALGREENS BOOTS ALLIANCE 10,050 10,050
    WAL-MART DE MEXICO SA 30,645 30,645
    WALMART INC 68,183 68,183
    WASTE MGMT INC 12,265 12,265
    WATERS CORP 25,237 25,237
    WATSCO INC 3,851 3,851
    WAYFAIR INC 7,000 7,000
    WEIBO CORP 2,951 2,951
    WELLTOWER INC 2,843 2,843
    WERNER ENTERPRISES INC 71,969 71,969
    WESCO INTERNATIONAL INC 12,168 12,168
    WEST JAPAN RAILWAY 20,819 20,819
    WEST PHARMACEUTICAL SERVICES INC 38,247 38,247
    WESTERN DIGITAL CORP 3,822 3,822
    WESTERN UNION CO 8,864 8,864
    WESTPAC BANKING CORP 11,577 11,577
    WHEATON PRECIOUS METALS CORP 30,595 30,595
    WILLIAMS SONOMA 13,545 13,545
    WILLIS TOWERS WATSON PLC 2,950 2,950
    WIPRO LTD 83,643 83,643
    WIX.COM LTD 2,750 2,750
    WOLTERS KLUWER NV 153,106 153,106
    WOORI FINANCIAL 62,235 62,235
    WORLD WRESTLING ENTERTAINMENT INC 2,451 2,451
    WORTHINGTON INDUSTRIES INC 4,980 4,980
    WPP PLC 14,818 14,818
    WW GRAINGER INC 39,609 39,609
    XILINX INC 7,514 7,514
    XPO LOGISTICS INC 834 834
    YAMANA GOLD INC 31,925 31,925
    YASKAWA ELECTRIC CORP 3,709 3,709
    YUM CHINA HOLDINGS INC 20,778 20,778
    ZAI LAB LTD 4,602 4,602
    ZIMMER BIOMET HOLDINGS INC 5,393 5,393
    ZTO EXPRESS CAYMAN INC 27,557 27,557
    ZURICH INSURANCE GROUP AG 58,683 58,683
    ZYNGA INC 745 745

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    US Government Securities - End of Year Book Value:

    3,960,434
    US Government Securities - End of Year Fair Market Value:

    3,960,434
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ACCRUED INTEREST AT COST 55,359 55,359
    SAFERKID INC CONVERTIBLE NOTE FMV 100,000 100,000
    SRA PRIVATE EQUITY PORTFOLIO III (E&F) LP FMV 4,016,024 4,016,024
    SRA PRIVATE EQUITY PORTFOLIO IV (E&F) LP FMV 1,364,390 1,364,390
    SUMMIT ROCK DIVERSIFIED STRATEGIES FMV 7,189,729 7,189,729
    SUMMIT ROCK HEDGED EQUITY FMV 8,358,474 8,358,474
    SUMMIT ROCK SELECT EQUITY FMV 22,883,337 22,883,337
    SUMMIT ROCK STRATEGIC FIXED INCOME FMV 7,033,334 7,033,334

    TY 2020 LegalFeesSchedule
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,353 0   0


    TY 2020 OtherAssetsSchedule
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM-RELATED INVESTMENTS 454,140 311,659 311,659
    CANSURROUND SAFE 49,086 49,086 49,086


    TY 2020 OtherExpensesSchedule
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ALTERNATIVE INVESTMENTS 0 202,074   0
    OTHER INVESTMENT EXPENSE 17,725 17,725   0
    PRI FILM MANAGEMENT FEE 40,000 40,000   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ALTERNATIVE INVESTMENTS 282,690 -42 282,690
    PROGRAM-RELATED INVESTMENTS 57,791 57,791 57,791


    TY 2020 OtherIncreasesSchedule
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 9,377,569


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMEMT MANAGEMENT FEES 223,525 223,525   0


    TY 2020 TaxesSchedule
    Name:
    THE LEWIS FOUNDATION
    EIN:
    41-2063101
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 75,000 0   0
    FOREIGN TAX 42,225 42,245   0